President • CPA, PFS™
President • CPA, PFS™(863) 904 4745 office | (863) 940 4790 email@example.com
Chuck Foss is co-founder of Core Wealth Advisors, Inc., a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS™) - a designation recognized by the American Institute of Certified Public Accountants. Chuck currently serves as the managing partner of Core Wealth Advisors, Inc. and focuses on the strategic direction of the firm. He is also an integral member of the firm's investment committee.
In his role as a Financial Advisor, Chuck enjoys working closely with clients to provide pathways for clients to achieve their goals. This process combines financial planning and wealth management strategies, and involves coordinating client financial and tax planning objectives, asset protection, retirement, and wealth management needs to provide customized solutions.
Additionally, Chuck is responsible for the firm’s financial administration practice for professional athletes. In this role, Chuck works closely with the athlete, agent or representatives to provide comprehensive financial services for the professional athlete- including multi-jurisdiction tax compliance, wealth management, financial planning and family office services.
Prior to founding Core Wealth Advisors, Inc. Chuck was a partner with a local Certified Public Accounting and Advisory firm for 20 years. In addition to his tax, financial planning and wealth management experience, Chuck has served an expert witness in the areas of divorce (equitable distribution and child support), paternity issues, wrongful death, personal injury, bankruptcy, business and crop damages in both federal and state courts.
Chuck has served as adjunct accounting professor at Florida Southern College and was employed by Polk County, Florida for ten years, eventually rising to the duties as the Assistant County Administrator.
Chuck came to Lakeland, Florida to attend Florida Southern College where he graduated with a degree in accounting and became a Certified Public Accountant in 1983.
Chuck and his wife Lisa have two grown children, Ashley and Andrew, who both reside in Lakeland. They enjoy spending time with family and traveling to the mountains with their two labrador retrievers, Bailey and Sadie.
Vice President • CFP®
Vice President • CFP®(863) 904 4745 office | (863) 940 4790 firstname.lastname@example.org
Nate is a Co-Founder of Core Wealth Advisors, Inc. and a CERTIFIED FINANCIAL PLANNER™(CFP®) designee. He has been in the wealth management business since 1999. His primary responsibilities are overseeing the day-to-day operations of the financial management platform, including portfolio management and financial planning. Nate also serves as a member of the investment committee.
Nate works closely with high net worth clients, assuring their goals are appropriately aligned with their risk tolerances and expectations. In addition to his day-to-day responsibilities at Core Wealth, Nate places an emphasis on the education and communication processes so clients have a clear understanding of how their wealth is being managed. He also advises clients on topics such as retirement planning, estate planning, tax planning, and education planning.
Nate graduated from Florida Southern College in 1999 with a degree in Accounting. In 2001, Nate successfully completed all the required courses and passed the exam to be designated as a CERTIFIED FINANCIAL PLANNER™. As required by the Certified Financial Planner Board of Standards, Nate is required to complete ongoing continuing education to maintain the designation.
Nate is a Rotarian in the Downtown Lakeland Rotary club where he has been an active member since 2002. He has served as club treasurer, board member and led various other committees. More recently, Nate was selected to participate in both the Leadership Lakeland and Leadership Polk enrichment programs. Nate also serves on various other non-profit boards.
Nate and his wife, Julianne, were married in 1999 and are lifelong residents of Polk County. They have two children, Leah and Cole, who keep them very busy on the weekends bouncing between horse shows and baseball games. Nate is a member of a Professional BBQ team and enjoys entertaining friends and family at his home testing out his newest recipes.
Vice President • Advisor
(863) 904 4745 office | (863) 940 4790 email@example.com
Andrew Foss has been with Core Wealth Advisors since the firm’s inception and is responsible for many operational duties such administering investment activities, executing trades, handling client requests, wiring funds, and preparing appropriate documents. In addition, Andrew conducts research on investments and other financial information, serving as a point of contact for many client related tasks.
In addition to his operational role serving all clients, Andrew works closely with Core Wealth’s professional athlete clients coordinating the many unique and complex issues facing them throughout their careers. This includes multi-jurisdictional tax compliance and planning issues such as budgeting, cash flow analysis, wealth management and other financial and administrative needs. Andrew has over 10 years of experience with professional athlete family office functions assisting them with the intricacies of managing their unique lifestyles.
Prior to joining Core Wealth, Andrew worked for a local CPA firm for 8 years and has extensive experience in tax compliance and other accounting services. Andrew graduated from Florida Southern College with a degree in accounting and has since completed the requirements to sit for the CERTIFIED FINANCIAL PLANNER™ examination.
Andrew is an avid golfer and he and his wife Brittany enjoy traveling and all the central Florida area has to offer.
Lisa joined CORE in 2016 and has been in the financial services industry for the past seven years. She brings project management and client service experience, which has been an ideal foundation for her work with CORE.
Lisa focuses on client experience and the client on-boarding process at CORE. She is responsible for creating and maintaining processes for advisors to assure smooth communication between the client and the firm. She works directly with new and existing clients on tasks such as client paperwork, transferring assets, and money movement. Lisa also serves as the firm’s community liaison.
Lisa graduated from Auburn University in 2007 with a bachelors degree in Human Sciences and minor in Business Administration. Lisa is past president and serves on the Board of Trustees for The Learning Resource Center of Polk County, Inc.
Lisa and her husband Tim reside in Lakeland with their daughter, June. They enjoy spending time on their boat exploring beautiful Florida, entertaining family and friends, and traveling.
Research & Compliance
Research & Compliance(863) 904 4745 office | (863) 940 4790 firstname.lastname@example.org
Paul joined Core Wealth Advisors, Inc. in 2015 and has been in the wealth management business since 2008. He currently serves as Head of Research and Chief Compliance Officer.
As part of his responsibilities as a member of the investment committee, Paul leads the firm’s portfolio modeling, asset allocation, analytical research and technology infrastructure efforts to guide Core Wealth in delivering a transparent and forward thinking experience to stakeholders.
Conjointly, in his current role as Chief Compliance Officer, Paul’s responsibilities include developing, implementing, disseminating, and analyzing established policies and procedures designed to enable Core Wealth to effectively manage risk and remain in compliance with the various regulatory authorities.
Prior to joining Core Wealth, Paul worked for one of Florida’s oldest investment brokerage firms serving in a support role until eventually rising to the position of Director of Technology.
Paul holds a degree from Florida Southern College, where he majored in Marketing Management and Financial Management with a minor in Economics. While attending Florida Southern College, Paul began his support of junior golf throughout the Lakeland area. In 2007, Paul was hired as the Head Coach of the George Jenkins High School Men’s Golf Team – a position he continues to serve today. During his coaching tenure, the team has won 4 county championships, 8 district championships and earned 2 state tournament berths.
Paul and his wife Lauren are life-long residents of Lakeland with roots dating back several generations.
Client Experience(863) 904 4745 office | (863) 940 4790 email@example.com
Angela joined Core Wealth Advisors in 2018 to bolster the financial and accounting capabilities of our client services division. Prior to joining Core, Angela worked in various roles within the tax and non-profit accounting sectors.
Her passion for accounting, organization, and attention to detail help to provide the clients of Core with exceptional service on customized tax strategies and research, financial plans, and other highly specialized projects.
Angela holds a Bachelor of Science Degree in Accounting from the University of South Florida.
Angela and her husband Chris, enjoy raising their two boys, Jaden (8) and Parker (6), in Lakeland. Her passions include reading, cooking, entertaining friends and family, and spending time at the beach.
Advisor • CRPS®
Advisor • CRPS®(863) 904 4745 office | (863) 940 4790 firstname.lastname@example.org
Michael joined Core Wealth Advisors in 2017 after work in the non-profit and retirement plans space managing 401k plans for businesses.
In his current role as a Financial Advisor, he collaborates with individuals, families and businesses to develop financial plans to meet their unique specifications and needs. His previous experience in the non-profit and retirement plans areas provides an additional vantage point when developing viable, long-term partnerships with his clients.
Prior to joining Core Wealth, Michael worked with a privately held financial services firm and as a Resource Development Director with the United Way of Central Florida. He was responsible for coordinating fundraising efforts with a wide variety of companies throughout Polk, Hardee, and Highlands Counties. Michael continues his involvement with the United Way as a volunteer and serves as a member of the Démocratie Society.
Michael holds a degree from Florida Southern College, where he majored in Financial Management. He has been awarded the Chartered Retirement Plans Specialist℠ designation from the College for Financial Planning. This designation is awarded to individuals who specialize in creating, implementing, and maintaining retirement plans for businesses. He also serves as President of the Lakeland Kiwanis. He continues to be involved at Florida Southern College, serving on the ’6th Man Club’ Basketball board of directors and is a member of the Spivey Society. He also currently serves as Chapter Advisor for the Sigma Chi Fraternity at Florida Southern College.
Michael is a graduate of Leadership Lakeland Class XXXI, and is involved with both the Winter Haven and Lakeland Chamber of Commerce as well as EMERGE Lakeland.
Michael and his wife Christine are avid travelers, but they also enjoy their time at home in Lakeland with their children Ansley and Adelyn. Michael is a huge sports fan and a supporter of Mocs Basketball, Gators, Buccaneers, Lightning and Rays.
Portfolio Analyst(863) 904 4745 office | (863) 940 4790 email@example.com
Ken joined Core Wealth Advisors in 2019. Originally from Pittston, Maine, he moved to Florida in 2016 to attend Florida Southern College. After completing his Bachelor’s degree in the upcoming Spring, he plans to complete the Master of Accountancy program at Southern and prepare and sit for the exam to become a Certified Public Accountant. His academic talent and achievements earned him several scholarships, including the Emile E. Watson Scholarship.
Ken’s duties at CORE include research and analysis support for CORE’s Investment Committee, assisting with portfolio trading, and helping with various financial planning, tax and accounting projects.
Ken enjoys the beach (both Maine and Florida), traveling to new places, and spending time with family and friends. He enjoys watching New England sports from the warm winter weather of the Sunshine State.
(863) 904 4745 office | (863) 940 4790 firstname.lastname@example.org
Since CORE believes part of wealth is having the freedom to cultivate beauty, art, and community – Angela stays busy helping plan events for CORE – from private client gatherings to sponsoring community-wide and civic special events.
Angela earned her Bachelor’s Degree in Mass Communications from the University of South Florida in 1998. She’s been part of the CORE team since 2014, and has been planning private and corporate events since 1999. Her past experience includes special events planning for Anheuser-Busch and Cypress Gardens as well as a private yacht, and owning her own wedding/event planning business for ten years.
Angela’s creativity and attention to detail has contributed to help take CORE events to the next level. She enjoys planning, executing and hosting memorable get togethers for CORE clients, special guests, and the community.
Angela was born and raised in Lakeland. She is a wife to Scott and a mother of two and enjoys traveling, running, reading, and the Florida State Seminoles.